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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,968 | $29,733+411.1% | $56,025+171.2% | $80,959+87.7% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.7%-17.7pp |
| Annual return | 14.94% | 35.28%-20.3pp | 1712.69%-1697.7pp | 35.67%-20.7pp |
| Employer contribution / active EE | $868 | $672+29.3% | $1,042-16.6% | $2,757-68.5% |
| Participant deferral / active EE | $5,169 | $1,229+320.5% | $1,955+164.5% | $4,300+20.2% |
| Admin fee / account holder | $3,882 | $2,434+59.5% | $2,828+37.2% | $6,925-44.0% |